L.M. Kohn & Company First Tr Morningstar Dividend Transaction History

L.M. Kohn & Company

  • $390 Million
  • Q3 2024

A detailed history of L.M. Kohn & Company transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, L.M. Kohn & Company holds 7,270 shares of FDL stock, worth $298,942. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,270
Previous 16,290 55.37%
Holding current value
$298,942
Previous $617,000 50.73%
% of portfolio
0.08%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$37.66 - $42.06 $339,693 - $379,381
-9,020 Reduced 55.37%
7,270 $304,000
Q2 2024

Jul 30, 2024
SELL
$36.38 - $39.01 $55,443 - $59,451
-1,524 Reduced 8.56%
16,290 $617,000
Q4 2023

Feb 09, 2024
BUY
$31.58 - $36.4 $6,316 - $7,280
200 Added 1.14%
17,814 $639,000
Q2 2023

Aug 08, 2023
BUY
$33.19 - $36.38 $101,893 - $111,686
3,070 Added 21.11%
17,614 $599,000
Q2 2022

Aug 05, 2022
SELL
$34.6 - $39.18 $35,499 - $40,198
-1,026 Reduced 6.59%
14,544 $513,000
Q1 2022

May 25, 2022
BUY
$35.1 - $37.75 $546,507 - $587,767
15,570 New
15,570 $583,000

Others Institutions Holding FDL

# of Institutions
397
Shares Held
59.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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